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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,836 | $105,867-54.8% | $90,760-47.3% | $134,532-64.4% |
| Participation rate | 78.9% | 78.3%+0.7pp | 75.7%+3.3pp | 81.2%-2.3pp |
| Annual return | -12.54% | -10.99%-1.6pp | -12.16%-0.4pp | 418.27%-430.8pp |
| Employer contribution / active EE | $7,895 | $3,464+127.9% | $2,922+170.2% | $4,741+66.5% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,091 | $13,936-70.6% | $8,444-51.6% | $11,429-64.2% |